Tax and Financial Services for Clients in the Greater Los Angeles Area
Associated Tax Consultants is an independent tax and financial services firm based in Santa Monica, California serving individuals and small business owners in the Los Angeles and Malibu areas.
Often, an advisor and tax consultant are the two most trusted professionals in one’s financial life. Associated Tax Consultants was founded with the goal of combining the two into one, serving as a one-stop resource for individuals’ and businesses’ tax, bookkeeping and investment planning needs. The firm’s founder, Dennis Cozen is an Enrolled Agent (a federally-authorized tax practitioner) and has more than 30 years of experience in tax as well as more than 16 years in the financial services industry.
Dennis’ goal is to help his clients preserve their assets and build their wealth in a tax efficient manner. Whether his clients are young professionals starting to invest or business owners looking for bookkeeping assistance, Dennis can help.
Investment services are offered by Dennis Cozen through his affiliation with Avantax.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Beware of these traps that could upend your retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
An amusing and whimsical look at behavioral finance best practices for investors.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
There are hundreds of ETFs available. Should you invest in them?
Investors seeking world investments can choose between global and international funds. What's the difference?
There are three things to consider before dipping into retirement savings to pay for college.